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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $681,167 | $138,114+393.2% | $125,391+443.2% | $134,545+406.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.46% | 750.88%-746.4pp | 572.41%-568.0pp | 418.37%-413.9pp |
| Employer contribution / active EE | $15,000 | $5,246+185.9% | $4,816+211.5% | $4,742+216.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,125 | $11,570-81.6% | $10,009-78.8% | $11,431-81.4% |